Exit Planning Institute

EPI THOUGHT LEADERSHIP COUNCIL

Stay Tuned for Exciting Updates to EPI's Thought Leadership Council in 2025!

As you wait for the new content, please check out these resources: 

How Advisors Build Meaningful Client Relationships
How Advisors Build Meaningful Client Relationships two businessmen shaking hands smiling blue and yellow gradient background

How Advisors Build Meaningful Client Relationships

Apr 7, 2025 11:00:00 AM
The Power of Networking in Exit Planning
The Power of Networking in Exit Planning two professionals talking

The Power of Networking in Exit Planning

Apr 17, 2025 11:00:00 AM
191 CEPAs Join the EPI Network in March 2025

191 CEPAs Join the EPI Network in March 2025

Apr 15, 2025 11:00:00 AM
Why Business Owners Avoid Exit Planning
Why Business Owners Avoid Exit Planning from FocusCFO business man with stop sign on the road

Why Business Owners Avoid Exit Planning

Apr 14, 2025 11:00:00 AM
Lessons from 20 Years of Exit Planning

Lessons from 20 Years of Exit Planning

Apr 10, 2025 11:00:00 AM
How Advisors Build Meaningful Client Relationships
How Advisors Build Meaningful Client Relationships two businessmen shaking hands smiling blue and yellow gradient background

How Advisors Build Meaningful Client Relationships

Apr 7, 2025 11:00:00 AM
The Power of Networking in Exit Planning
The Power of Networking in Exit Planning two professionals talking

The Power of Networking in Exit Planning

Apr 17, 2025 11:00:00 AM
191 CEPAs Join the EPI Network in March 2025

191 CEPAs Join the EPI Network in March 2025

Apr 15, 2025 11:00:00 AM
Why Business Owners Avoid Exit Planning
Why Business Owners Avoid Exit Planning from FocusCFO business man with stop sign on the road

Why Business Owners Avoid Exit Planning

Apr 14, 2025 11:00:00 AM
Lessons from 20 Years of Exit Planning

Lessons from 20 Years of Exit Planning

Apr 10, 2025 11:00:00 AM
How Advisors Build Meaningful Client Relationships
How Advisors Build Meaningful Client Relationships two businessmen shaking hands smiling blue and yellow gradient background

How Advisors Build Meaningful Client Relationships

Apr 7, 2025 11:00:00 AM
The Power of Networking in Exit Planning
The Power of Networking in Exit Planning two professionals talking

The Power of Networking in Exit Planning

Apr 17, 2025 11:00:00 AM
191 CEPAs Join the EPI Network in March 2025

191 CEPAs Join the EPI Network in March 2025

Apr 15, 2025 11:00:00 AM
Why Business Owners Avoid Exit Planning
Why Business Owners Avoid Exit Planning from FocusCFO business man with stop sign on the road

Why Business Owners Avoid Exit Planning

Apr 14, 2025 11:00:00 AM
Lessons from 20 Years of Exit Planning

Lessons from 20 Years of Exit Planning

Apr 10, 2025 11:00:00 AM
How Advisors Build Meaningful Client Relationships
How Advisors Build Meaningful Client Relationships two businessmen shaking hands smiling blue and yellow gradient background

How Advisors Build Meaningful Client Relationships

Apr 7, 2025 11:00:00 AM
The Power of Networking in Exit Planning
The Power of Networking in Exit Planning two professionals talking

The Power of Networking in Exit Planning

Apr 17, 2025 11:00:00 AM
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Mastering the Market

Review the first edition of our Mastering the Market series, Excellence in Exit Planning, to learn from experts on how to elevate your exit planning expertise and ultimately master the market.

Learn more →

The 2023 National State of Owner Readiness Survey

Dive into insights regarding the state of owner readiness across the nation in the 2023 National State of Owner Readiness Survey. 

Learn more →

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See What Else EPI Has to Offer

Reinvent yourself with exit planning.